Serving all of
Orange County
California

Tax Preparation Checklist

To get ready for your appointment, please gather the following:

  • Last year’s tax return (if you don’t have one, don’t worry!)
  • The names, SSNs, and birth dates of your spouse/partner and dependents
  • All of your W-2s, 1099s, and other tax paperwork you’ve received
  • A blank check if you’d like your refund direct-deposited to your bank account

For deductions:

  • Total of all medical and dental expenses for the year
  • Total of child or dependent care expenses for the year
  • The amount of rent or property tax you paid during the year
  • Any estimated tax payments you made during the year
  • List of charitable contributions made during the year
  • List of educational and job-related expenses for the year
  • Mileage you drove for business, medical, or charitable purposes
  • A copy of your last car registration notice

We will walk through all possible kinds of deductions, so be prepared to find records related to your expenditures. You do not need to collect or sort receipts, but you should hang on to them in case of an audit.

When you are ready, contact us to make your appointment.